It's Your Money
Introduction and Tax Update with presenter Patrick Chu
- Date: 09/20/2021 10:00 am - 11:30 am
- Location: Friends Meeting Room
1000 Avocado Avenue
Newport Beach, California 92660
The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8-week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.
Mondays at 10 a.m.
|September 20||Introduction and Tax Update|
|September 27||Annuities & Mutual Funds|
|October 4||Financial Planning I: Goals & Your Assets|
|October 11||Financial Planning II: Investing Your Money|
|October 18||Medical Care Planning|
|October 25||Equity Investing|
|November 1||Fixed Income Investing|
|November 8||It’s Your Money and Your Mind|